Calculate stock portfolio returns and turnover in Excel | Financial Modeling Tutorials
A financial modeling tutorial on calculating stock portfolio returns, drift and portfolio turnover in Excel for quantitative investment portfolio management and portfolio analysis in Quant 101.
For the full video transcript with Excel formulas see:
https://factorpad.com/fin/quant-101/c...
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01:13 - Outline for this tutorial
01:40 - Step 1 - Calculate Monthly Portfolio Return
05:54 - Step 2 - Periodic Returns
07:47 - Step 3 - Compute Average Portfolio Return
13:42 - Step 4 - Analyze Rebalancing
20:21 - Step 5 - Next: Portfolio Risk
To see the outline for the series, see:
https://factorpad.com/fin/quant-101/q...
See what else you can learn about finance and technology at:
https://factorpad.com
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